Orion Capital Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Orion Capital Management’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.3K	Hold	270	–	–	0.01%	327
2026 Q1	$25.9K	Hold	270	–	–	0.01%	316
2025 Q4	$25K	Hold	270	–	–	0.01%	330
2025 Q3	$24.7K	Hold	270	–	–	0.01%	322
2025 Q2	$23.5K	Hold	270	–	–	0.01%	308
2025 Q1	$21.5K	Hold	270	–	–	0.01%	306
2024 Q4	$23.5K	Buy	+270	New	+$24.3K	0.01%	303
2024 Q3	–	Sell	-270	Closed	-$22.7K	–	313
2024 Q2	$22.7K	Hold	270	–	–	0.01%	304
2024 Q1	$23.6K	Hold	270	–	–	0.01%	318
2023 Q4	$20.4K	Hold	270	–	–	0.01%	332
2023 Q3	$18.7K	Buy	+270	New	+$19.5K	0.01%	331
2023 Q2	–	Sell	-270	Closed	-$18.5K	–	323
2023 Q1	$18.5K	Hold	270	–	–	0.01%	333
2022 Q4	$17.6K	Hold	270	–	–	0.01%	280
2022 Q3	$16K	Hold	270	–	–	0.01%	284
2022 Q2	$16K	Hold	270	–	–	0.01%	286
2022 Q1	$20K	Hold	270	–	–	0.01%	276
2021 Q4	$22K	Hold	270	–	–	0.01%	248
2021 Q3	$20K	Hold	270	–	–	0.01%	245
2021 Q2	$21K	Hold	270	–	–	0.01%	226
2021 Q1	$20K	Hold	270	–	–	0.01%	219
2020 Q4	$19K	Buy	+270	New	+$17.3K	0.01%	216

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Orion Capital Management's MDYG Position: Q2 2026 in Review

Orion Capital Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 270 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #327.

Orion Capital Management first reported a position in MDYG in Q4 2020 and has held it in 21 quarters since. 420 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Orion Capital Management held 270 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $30.3K as of Q2 2026.
Orion Capital Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #327 holding.
Orion Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.